About Us

 

At the Kelly Companies, we have focused on two things since 1999. First, helping businesses establish long term Company Benefits strategies. We offer a full line of Benefits and Retirement solutions. Secondly, helping our clients implement family wealth growth and  protection strategies. We offer ongoing professional assitance in the creation and implementation of plans to help reach their life goals as they may exist now or develop in the future.

  

Our Services

We serve individuals and businesses in all areas of financial management, including:

  • Retirement planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
     
  • Tax management
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
     
  • Estate planning
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
     
  • Risk management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
     
  • Education funding
    Recommending investment and accumulation strategies to help you pay for your children's education.
     
  • Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
     
  • Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages.

 

 To learm more, please call

                                                      1-866-GET-401K

      or

      410-349-3806

Securities and investment advisory services offered through Transamerica Financial Advisors, Inc. a registered broker/dealer and investment advisor, Member FINRA & SIPC.  Kelly Financial Advisors, Inc. 810 E. College Parkway Annapolis, MD 21409 410-349-3806.